Personal Tax

At Campbell Dallas we have many private clients who require succinct tax advice on an annual basis. We understand each of our clients’ individual circumstances and, by doing so, provide appropriate compliance and consultancy services.

Compliance Services

Assistance with prior year revisions and overpayment claims where necessary.

Advice on NIC contributions claiming back overpayment where due.

Assistance with tax investigations

Tax Consultancy Services

Tax is a complex and involved subject. Our dedicated tax consultancy team understands the importance of developing close relationships with our clients. All our advice is given in plain English so that our clients understand how tax planning works inside and out.

Specialisms include:

Onshore and offshore planning

Personal Wealth Planning, including Inheritance tax

Stamp Duty Land Tax

Land & Buildings Transaction Tax

Tax investigations and HMRC enquiries

Trust Tax

Ian has extensive experience across tax issues and provides bespoke and innovative solutions for our clients. He has over 30 years of experience working across a number of our key sectors. This enables him to draw on a wide range of knowledge when working on complex situations, delivering quality advice and service.

Aileen heads up the firm’s Tax Consultancy Group. She has a background in law and qualified with the Chartered Institute of Tax. Aileen provides bespoke solutions for many of our clients. She is responsible for both onshore and offshore corporate and personal tax consultancy, providing advice on a wide range of transactions including mergers/demergers and acquisitions and disposals, as well as trust structures.

Craig is qualified as a Chartered Tax Advisor and a Chartered Accountant and has provided tax consulting advice to companies and their shareholders for over fifteen years. His clients range from owner managed businesses to large multinational groups. Craig is a member of tax committees at both ICAS and the Law Society of Scotland.

Mark is a specialist in the complex field of corporate and international tax. He has extensive experience of tax forecasting, developing solutions for reporting and automating tax systems, tax audits, operational tax management, management of tax affairs in overseas jurisdictions and handling complex tax authority enquiries. He is also a mentor on the ICAS global virtual career mentoring programme.

Ian works in our personal tax department. He originally started his tax career working for HMRC, but after eight years of the Civil Service, he jumped ship and began working in practice. Since then, he has represented famous footballers, to fencing contractors, to neuro-surgeons. In short, having now worked in tax for over 20 years, he has been exposed to a breadth of client issues and having worked “for the other side” still helps, even now.

Katy is an Associate Director in our Tax Consultancy Group in Scotland. After completing her law degree Katy qualified with the Institute of Chartered Accountants of Scotland. With a focus on personal tax, Katy advises on a wide range of tax issues including succession planning, residence & domicile matters and tax planning for key management executives of owner-managed businesses.

Liz is a Tax Manager within our Business Advisory Services department. She has over 25 years experience providing accountancy services to clients in the healthcare sector. She has advised a wide range of clients including Directors, sole traders, doctors and lawyers in all aspects of their tax affairs.

Campbell Dallas is a leading firm of accountants & business advisors in Scotland. Over 300 staff and 29 partners operate from 7 locations across Scotland; Aberdeen, Ayr, Edinburgh, Glasgow, Kilmarnock, Perth and Stirling.

This website provides information for general guidance only and is not intended to replace professional advice. No responsibility for loss occasioned to any person acting or refraining from acting as a result of the contents of this summary can be accepted by Campbell Dallas.

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The term 'Board Director' is used to refer to a statutory director and principal of the company as registered at Companies House. Any other designations that include the term 'Partner' or 'Director' are not registered statutory directors or principals of the registered company.